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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
2726
Legacy Wealth Management (Idaho)
Idaho
$17.5K -$1.01K -4 -5%
AEPWM
2727
Atlantic Edge Private Wealth Management
Florida
$17.5K +$10.1K +40 +118%
Q1WB
2728
Quest 10 Wealth Builders
Virginia
$17.4K +$252 +1 +1%
CCM
2729
Cloud Capital Management
Washington
$17K +$18.2K +72 New
VWA
2730
Valued Wealth Advisors
Utah
$16.7K -$252 -1 -1%
BAM
2731
Bellevue Asset Management
Washington
$16.6K – – –
CJ
2732
Caitlin John
Michigan
$15.9K +$16.9K +67 New
BBPWM
2733
Blue Bell Private Wealth Management
Pennsylvania
$15.6K -$79.7K -316 -83%
DI
2734
DAGCO Inc
Ohio
$14.5K -$1.76K -7 -10%
WWA
2735
Wealth Watch Advisors
Colorado
$14.5K +$15.4K +61 New
TVWM
2736
Tower View Wealth Management
Wisconsin
$14.3K +$252 +1 +2%
BCM
2737
Berbice Capital Management
New York
$14.2K -$532K -2,110 -97%
ICM
2738
Islay Capital Management
Texas
$14.2K – – –
BFS
2739
Bare Financial Services
Pennsylvania
$14K +$1.51K +6 +11%
PP
2740
PFS Partners
New Jersey
$13.9K +$252 +1 +2%
KFP
2741
Kerr Financial Planning
California
$13.7K +$14.4K +57 New
MAS
2742
MPWM Advisory Solutions
Georgia
$13.5K – – –
IWM
2743
IMG Wealth Management
Florida
$13.5K – – –
SAM
2744
Sherman Asset Management
California
$12.3K -$70.9K -281 -84%
RWA
2745
Redmont Wealth Advisors
Illinois
$11.8K – – –
CMP
2746
Coston McIsaac & Partners
Maine
$11K – – –
EA
2747
Evolution Advisers
Virginia
$11K – – –
MAFA
2748
MJT & Associates Financial Advisory
Minnesota
$10.9K – – –
NECFA
2749
New England Capital Financial Advisors
Connecticut
$10.8K – – –
AS
2750
Altshuler Shaham
Israel
$10.7K +$2.77K +11 +32%
108 109
110
111 112